SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

<ul><li>Sean Lee Adds to Marco Polo Marine Stake Overall, institutions were net sellers of Singapore stocks for the five sessions ending Jan 12 with S$96 million of net outflow.</li><li>On Jan 12, Marco Polo Marine Group chief executive officer (CEO) Sean Lee Yun Feng acquired 2.5 million shares of the marine logistic group for a consideration of S$100,000.</li></ul>

Sean Lee Adds to Marco Polo Marine Stake Overall, institutions were net sellers of Singapore stocks for the five sessions ending Jan 12 with S$96 million of net outflow.On Jan 12, Marco Polo Marine Group chief executive officer (CEO) Sean Lee Yun Feng acquired 2.5 million shares of the marine logistic group for a consideration of S$100,000.

<ul><li>Digilife Tech, Forise & APTT directors acquire more shares DBS, OCBC, CapitaLand Investment, Jardine Matheson Holdings and Genting Singapore led the net institutional inflow for the four sessions.</li><li>On Dec 30, Forise International executive director Dennis Wan Jinn Woei acquired 1,409,200 shares at S$0.17 cents per share.</li></ul>

Digilife Tech, Forise & APTT directors acquire more shares DBS, OCBC, CapitaLand Investment, Jardine Matheson Holdings and Genting Singapore led the net institutional inflow for the four sessions.On Dec 30, Forise International executive director Dennis Wan Jinn Woei acquired 1,409,200 shares at S$0.17 cents per share.

Digilife Tech, Forise & APTT directors acquire more shares

Capitaland Integrated Commercial Trust / Equity Bottom-Up

<ul><li>In 2022, the STI generated a 4.1% price gain, with dividend distributions boosting the total return to 8.4%.</li><li>This was the strongest stock benchmark performance for the year across the Asia Pacific and Developed Indices, with the FTSE Asia Pacific Index and FTSE Developed Indices respectively declining 16.7% and 18.3% in total return.</li><li>N/A *does not include net institutional flow for MNACT; **price and total return from 14 July 2022; ***2021 total return from 20 September 2021; Source: SGX, Refinitiv, Bloomberg.</li></ul>

In 2022, the STI generated a 4.1% price gain, with dividend distributions boosting the total return to 8.4%.This was the strongest stock benchmark performance for the year across the Asia Pacific and Developed Indices, with the FTSE Asia Pacific Index and FTSE Developed Indices respectively declining 16.7% and 18.3% in total return.N/A *does not include net institutional flow for MNACT; **price and total return from 14 July 2022; ***2021 total return from 20 September 2021; Source: SGX, Refinitiv, Bloomberg.

STI Led Asia Pacific & Developed Stock Benchmarks in 2022

<ul><li>Close to 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2022 year through to 9 Dec.</li><li>The 20 stocks currently listed for trading that booked the highest net institutional buying over the 49 weeks, were led by Singapore Telecommunications, Overseas Chinese Banking Corporation, Keppel Corporation, City Developments and Sembcorp Marine.</li><li>The 20 stocks contributed 85% of the combined net institutional inflows of the close to 300 stocks recipient of year-to-date net institutional inflows.</li></ul>

Close to 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2022 year through to 9 Dec.The 20 stocks currently listed for trading that booked the highest net institutional buying over the 49 weeks, were led by Singapore Telecommunications, Overseas Chinese Banking Corporation, Keppel Corporation, City Developments and Sembcorp Marine.The 20 stocks contributed 85% of the combined net institutional inflows of the close to 300 stocks recipient of year-to-date net institutional inflows.

20 Stocks with Most Net Insti Inflow Returned 35% YTD

<ul><li>The STI booked a 7% total return in Nov, with Singapore’s 100 most traded stocks in the 2022 YTD paralleling the monthly return.</li><li>Singapore’s 100 most actively traded stocks booked S$712 million of net fund inflow in November, with Banks, Consumer Cyclicals and the Telecommunication Sectors leading the net fund inflow, while the REIT, Energy and Healthcare Sectors booked the most net fund outflows.</li><li>The 100 stocks also booked S$712 million of net fund inflow in November, bringing the net fund inflow for the 100 stocks over the past 11 months to S$1.18 billion.</li></ul>

The STI booked a 7% total return in Nov, with Singapore’s 100 most traded stocks in the 2022 YTD paralleling the monthly return.Singapore’s 100 most actively traded stocks booked S$712 million of net fund inflow in November, with Banks, Consumer Cyclicals and the Telecommunication Sectors leading the net fund inflow, while the REIT, Energy and Healthcare Sectors booked the most net fund outflows.The 100 stocks also booked S$712 million of net fund inflow in November, bringing the net fund inflow for the 100 stocks over the past 11 months to S$1.18 billion.

Most Actives Average 7% Total Return in Nov, on S$700M of Net Fund Inflow

Singapore

Singapore Telecommunications Limited wireless telecommunication services. The Company offers diverse range of services including fixed, mobile, data, internet, TV,  and digital solutions. Singapore Telecommunications serves customers worldwide.

Singtel (Singapore Telecommunications) (ST SP)

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Singtel (Singapore Telecommunications) (ST SP)

Sean Lee Adds to Marco Polo Marine Stake

Sean Lee Adds to Marco Polo Marine Stake Overall, institutions were net sellers of Singapore stocks for the five sessions ending Jan 12 with S$96...

Singapore Exchange Ltd (SGX)

Digilife Tech, Forise & APTT directors acquire more shares

Digilife Tech, Forise & APTT directors acquire more shares DBS, OCBC, CapitaLand Investment, Jardine Matheson Holdings and Genting Singapore...

Singapore Exchange Ltd (SGX)

STI Led Asia Pacific & Developed Stock Benchmarks in 2022

In 2022, the STI generated a 4.1% price gain, with dividend distributions boosting the total return to 8.4%. This was the strongest stock...

Singapore Exchange Ltd (SGX)

20 Stocks with Most Net Insti Inflow Returned 35% YTD

Close to 300 Singapore-listed stocks have been recipient to net institutional inflows in the 2022 year through to 9 Dec. The 20 stocks currently...

Singapore Exchange Ltd (SGX)

Most Actives Average 7% Total Return in Nov, on S$700M of Net Fund Inflow

The STI booked a 7% total return in Nov, with Singapore’s 100 most traded stocks in the 2022 YTD paralleling the monthly return. Singapore’s 100...

Singapore Exchange Ltd (SGX)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)